Keap and PostHog automations

Ready-made scenarios where Keap and PostHog work for you: pick one — a copy appears in your account and runs on its own.

54 scenarios

New Keap contacts — into PostHog audiences
Contacts from Keap into PostHog audiences
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Property-tour booking without the back-and-forth
A morning brief on your day and meetings
A study plan, already placed in your calendar
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Performance reviews on schedule — reminders, meetings and statuses on their own
A personal chat assistant: email, calendar, contacts
High-value lead alerts — to chat, sheet and calendar
A full lesson pack from one form
Book meetings from chat with an invite
Automatic candidate screening and interview booking
Cycle tracking with morning insights — automatically
From a meeting — ready tasks, events and notifications
Reminders for key employee dates
Client onboarding from an intake form — checklist, consultant and kickoff
Online service booking through an AI chat
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Intake and routing of service requests with appointment booking
Clinic booking with confirmation and reminder
Taking bookings in Telegram with PostHog entries
Resume screening and interview scheduling
Supplier follow-ups on overdue orders — automatically
Events on autopilot: registration, payment, reminders
Client onboarding after a won deal
Interviews: invite, reminder and hiring decision in one chain
AI screening of meeting requests — only the meetings worth it
Call summaries, tasks and follow-ups, automatically
Meeting summaries and tasks across every channel — automatically
A daily content plan built from fresh trends
Paid appointment booking: calendar, payment and reminder
Winning back no-shows — follow-ups and rebooking, handled
A team of business assistants — in your messenger
Client visit booking — the assistant replies and books on its own
From CV to interview invitation, automatically
Candidate screening: CV scoring, an invitation and the interview booked
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
A chatbot that answers from your documents
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
Refinement prep — agenda and task review ready before the meeting
A personal AI assistant in Telegram: email, calendar, notes
Sprint planning prep — story checks and emails
AI marketing outreach with reply handling — on autopilot
Appointment booking in chat — without a receptionist
An HR assistant for employees in a messenger
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients